15th Annual

ETF and Investment Forum 2025 | Toronto - May 26 | Vancouver - June 18

Toronto

May 26, 2025
Delta Hotels Toronto
Soco Ballroom, 3rd Floor

Vancouver

June 18, 2025
Sheraton Wall Centre
Pavillion Ballroom, 2nd Floor

About the ETF & Investment Forum 2025

These annual events promise to deliver timely and actionable ideas to help attendees navigate any market conditions.

With a top-notch speaking faculty and a content-driven agenda focusing on the needs of all financial advisors, ETF & Investment Forum has something for everyone. Investing has changed, let ETF & Investment Forum 2025 be your opportunity to learn, network, gain experience and be visible.

Toronto, ON

Delta Hotels Toronto
Soco Ballroom
75 Lower Simcoe St, Toronto, ON M5J 3A6

When

Monday
May 26, 2025

Vancouver, BC

Sheraton Wall Centre
Pavillion Ballroom
1000 Burrard St, Vancouver, BC V6Z 2R9

When

Wednesday
June 18, 2025

Agenda

Monday, May 26, 2025 - Toronto

Friday, June 18, 2025 - Vancouver



Breakfast & Registration

Sponsored by

BMO Global Asset Management

Opening Remarks

Justin Warren

President - Radius Financial Education

Moderators Remarks

Pat Bolland

Business Media Guru

Investment Strategy & Sector Investing

Bipan Rai

Head of ETF & Structured Solutions Strategy - BMO Global Asset Management

Economic Outlook

Michael Gregory

Deputy Chief Economist and Managing Director - BMO Capital Markets

Networking Break

Sponsored by

Capital Group Canada

Enhancing Portfolios with Diversified Sources of Fixed Income

Rachel Siu

Head of Canadian Fixed Income - BlackRock Canada

Demographic Trends and Their Impact on ETFs

Moderator: Pat Bolland

Business Media Guru

Kevin Prins

Managing Director, Head of ETF & Managed Accounts Distribution - BMO Global Asset Management

Sri Vemuri

National Sales Manager - Capital Group Canada

Lunch

Sponsored by

RBC iShares

Factor Investing Demystified: Strategies for Every Investor

Naoum Tabet

Fixed Income Investment Director - Capital Group Canada

Sri Vemuri

National Sales Manager - Capital Group Canada

Evolving Lifecycle of ETFs - Sell Side, Buy Side, Service Provider Perspective on Rapid Growth and Innovation in the Sector

Moderator: Christine Knott

Managing Director and Head, Data, Digital & Client Solutions - RBC Investor Services

Breiffni McCormack

Managing Director, Client Solutions - RBC Investor Services

Valerie Grimba

Director, Institutional ETF Sales & Strategy - RBC Capital Markets

Stephen Hoffman

Managing Director, Exchange Traded Funds - RBC Global Asset Management

Networking Break

Sponsored by

RBC Investor Treasury Services

ETF History, Growth, Innovation and the Future of the Industry

Ahmed Farooq, CFP, CIMA

Sr Sales Executive, SVP & Head of Retail ETF Distribution - Franklin Templeton Investments Corp.

Prerna Mathews, MBA

Vice President, ETF Product Strategy - Mackenzie Investments

Practical Strategies for Income Generation, Risk Mitigation and Tax Efficiency

Linda Ma, CFA

Vice President, ETF's and Products Research - National Bank of Canada Financial Markets

Closing Remarks

Pat Bolland

Business Media Guru

Breakfast & Registration

Sponsored by

BMO Global Asset Management

Opening Remarks

Justin Warren

President - Radius Financial Education

Moderators Remarks

Pat Bolland

Business Media Guru

Economic and Market Outlook

Fred Demers

Head Strategist, Multi-Asset Solutions - BMO Capital Markets

Straight Talk on Fixed Income ETFs: Identifying Risks, Uncovering Opportunities

Naoum Tabet

Fixed Income Investment Director - Capital Group Canada

Chris Lorenzin

Senior Vice-President - Capital Group Canada

Lunch/Networking

Sponsored by

RBC iShares

The Power of Sector Investing

Karlan Patel

VP, ETF Investment Strategist - State Street SPDR ETFs

Skye Collyer

Director, ETF Distribution, Western Canada - BMO Global Asset Management

Enhance your Fixed Income Portfolio with CLOs

Stephen Hoffman

Managing Director, Exchange Traded Funds - RBC Global Asset Management Inc.

Networking Break

Sponsored by

Capital Group

Keynote Speaker TBA

Demographic Trends and Their Impact on ETFs

Moderator: Pat Bolland

Business Media Guru

Hamish Lillico

Director, ETF Distribution, Western Canada - BMO Global Asset Management

CETFA Panel

TBA

Closing Remarks

Pat Bolland

Business Media Guru

Sponsors

If your organization would like to sponsor the ETF & Investment Forum 2025 in Toronto or Vancouver, please contact the team at Radius Financial Education at sponsorship@radiusfinancialeducation.com.

Event Venues

Event venue location info and gallery

Delta Hotels Toronto

Soco Ballroom - 3 rd Floor

75 Lower Simcoe St, Toronto, ON M5J 3A6


Located in the heart of downtown Toronto, the Delta Toronto hotel features spacious rooms, an indoor heated pool and hot tub, and free WiFi. The Delta Toronto is just steps away from the city's top attractions and sites including the CN Tower, Scotiabank Arena, Rogers Centre, and Ripley's Aquarium of Canada.

Sheraton Wall Centre

Pavillion Ballroom - 2 nd Floor

1000 Burrard St, Vancouver, BC V6Z 2R9


Embrace the spirit of one of Canada's most exciting cities at Sheraton Vancouver Wall Centre. Our downtown hotel is nestled in the city centre and our North Tower is the iconic One Wall Centre, a landmark of downtown Vancouver's cityscape. Suited to business and leisure travel, our hotel is a short distance from attractions such as Stanley Park, English Bay, the seawall, Yaletown and Robson Street. Fuel your adventure with breakfasts at Cafe One, coffees at our on-site Starbucks® and evening drinks at Bar One. Those hosting events in downtown Vancouver, BC, choose from more than 55,000 square feet of striking indoor and outdoor space, including a 34th-floor venue with sweeping vistas and an outdoor patio. Refresh and renew in comfortable hotel rooms featuring free Wi-Fi, Sheraton Signature Sleep Experience beds and floor-to-ceiling windows with city and ocean views. Let our city centre hotel be your gateway to all things Vancouver.

Register

Complimentary Passes available for Financial Advisors/Planners until May 12th.

Financial Advisor or
Financial Planner
$0

  • $0 until May 12, 2025
  • Regular price $199+HST

Non-Advisor

$999+HST

  • $999+HST until May 12, 2025
  • Regular price $1,599+HST